IVV vs WISE

AIVV

BWISE

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income5.88%WISE · $588 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common15.5%IVV and WISE

IVV

WISE

iShares Core S&P 500 ETF · $887BThemes Generative Artificial Intelligence ETF · $22M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $588 on $10k5.88%

−8.9%Worst dropSmaller wins−39.2%

13.6%VolatilityLower wins36.1%

3–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · WISE

7.3%NVDA5.5%

3.9%AMZN2.8%

2.6%GOOGL4.3%

2.3%AVGO3.7%

Held in common15.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.88%	−9.2%	−29.8%	−35.6%	new	new	−39.2%	$22M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.88%	−9.2%	−29.8%	−35.6%	new	new	−39.2%	$22M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs WISE

IVV

iShares Core S&P 500

$17,151

WISE

Themes Generative Artificial Intelligence

[…]

MeasureIVVWISE

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.14%5.88%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−39.2%

Volatility · 1Y13.6%36.1%

3–1measures won
IVV first

15.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, WISE

Today

15.5%most shared, IVV and WISE

IVVWISE

IVV—15.5%

WISE15.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$553most kept, WISE

WISE$588 − $35 = $553

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee